Senior Consultant, Back Office
Benefits
Unlimited PTO
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Role Overview:
- Lead end-to-end functional implementations of enterprise cloud software for investment management clients.
- Act as a strategic partner, designing and deploying workflows across the full investment lifecycle.
- Utilize cutting-edge technologies including AI tools to improve implementation efficiency.
Daily Responsibilities:
- Configure, test, and drive adoption of Ridgeline software, including data migration and reconciliation optimization.
- Collaborate with technical integration consultants to design and deploy customer integrations.
- Partner with engineering and product teams to identify bugs, recommend features, and translate customer requests.
Qualifications:
- 4+ years of experience implementing investment management software in a customer-facing role.
- Deep understanding of institutional instrument types and middle/back-office workflows.
- Strong interpersonal skills with ability to build relationships and communicate complex concepts clearly.
Ridgeline
Ridgeline is the industry cloud platform for investment management, founded by tech entrepreneur Dave Duffield to solve operational challenges with innovation. The company has a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, recognized as a 'Best Workplace for Innovators' and 'America's Best Startup Employers.'